Kovalcik and Geraghty Wealth Partners

Kovalcik & Geraghty Wealth Partners is a fee-only Registered Investment Adviser with offices in Upper Arlington, Ohio and Palmetto Bluff, South Carolina. We provide comprehensive goals-based financial planning and investment management advice to high-net-worth families nationwide. We focus on helping our clients accrue and protect wealth while assisting them in their effort to pass their values and legacy on to future generations.